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Level 1

Quickbooks online reports sharing with company users

I'm an accountant at my company, initially I had the Admin user role. To get to the Reclassify functionality I signed up myself as the company accountant. Everything worked well until I created some reported and Shared them with All, but they aren't seen by our company primary admin user?


How do I go about making sure users of my "client company" can see and edit the custom reports that I have created as the Accountant under the reports section of my "Client's company"?


Appreciate the help

7 Comments 7
QuickBooks Team

Quickbooks online reports sharing with company users

Allow me to share a few information about the access rights of users and guide you on what to, ANaser.


Normally, you can manage user roles and limit their access to specific tasks. QuickBooks user roles are customizable permission that you can give your team. You'll want to add them as Company admin or standard users. To do this, follow the steps below:

  1. Click the Gear icon.
  2. Select Manage users.
  3. Click Add user, then select Company Admin or Standard user.
  4. Click Next.
  5. Select how much access do you want this user to have, click Next.
  6. Select user settings, then Next.
  7. Enter the necessary information such as the last name, first name, and email.
  8. Click Save.


Please check out this article for more information: User Roles and Access Rights In QuickBooks Online. Moreover, here are the reports that are available in QuickBooks Online subscription: Reports Included In Your QuickBooks Online Subscription.


Let me know if you have any other questions about your company users. I'll always be right here to help.

Level 1

Quickbooks online reports sharing with company users

Thanks for the response, but that is not my question. It is not about managing user access because the user is an Admin (highest level of access). The issue is about report I created as an Accountant for my QBO client and I shared with All, but the Admin of QBO client can't see them.


Quickbooks online reports sharing with company users

Hello, @ANaser.


Thanks for getting back to us here in the Community. Allow me to hop in and help ensure your company admin can see your shared report in QuickBooks Online (QBO).


Since you've selected All when sharing the report, everyone should see it, including admins. To check if this is a browser-related (cache and cookies) issue, have the admins sign in to your QBO account using a private browser (incognito).


Here's how:


  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).


Once logged in, have them view the shared report again to double-check. If it's successful, they can return to their default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.


To learn more about managing and sharing reports in QBO, please check out this article: Manage and share custom reports in QuickBooks Online Accountant.


You can also visit our website for more tips and resources you can use in the future: QBO self-help articles.


Feel free to leave a comment below if you have additional questions about reports or anything else. I'll be around to help. Stay safe.

Level 1

Quickbooks online reports sharing with company users

Using incognito browser and clearing cache didn't solve the problem. I just I want to make sure you get the issue: I login as the accountant for client A, create reports with Client A company selected. Reports are saved and shared with All. Client A admin users aren't able to see the shared reports. All suggested solutions didn't work.

QuickBooks Team

Quickbooks online reports sharing with company users

I appreciate you performing the troubleshooting steps above, @ANaser.


I'd like to offer some steps to help the other users see your shared custom reports. 


If you haven't yet, let's try deleting the shared custom report and recreating it again. Before doing so, you can export each report as PDF or Excel to keep track of the customization. 


  1. Go to Reports > Custom reports.
  2. Select the drop-down arrow next to Edit of the custom report.
  3. Choose Export As PDF or Export As Excel
  4. Once done, click Delete.


After deleting it, open the report again and customize the data. Then, click the Save customization button and share the report. Once done, let your company admin sign out and sign back into the account. Then, check if they can view the custom reports.


If the issue persists, I recommend contacting our QuickBooks Support Team. This way, they can further check on this matter and provide in-depth troubleshooting steps to get this resolved. They can also create an investigation ticket if other users are experiencing the same.


As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.


Should you need any assistance sharing reports, I'm available here to help any time! Wishing you all the best, @ANaser.

Level 1

Quickbooks online reports sharing with company users

I think that we are having the same problem where staff, who have access to all reports, are not seeing reports created by an admin. I tried following the instructions, edit/create PDF/delete, but wasn't sure about the delete step, which would delete the report that I want to share. If the intent is to delete a report then recreate it, OK. Just weird.

QuickBooks Team

Quickbooks online reports sharing with company users

I appreciate your effort in initiating some measures, @MarkJ8080. I'll share another way to ensure your users see the custom reports.


When you grant a user full access to the management report, they can only access the default one. However, they won't be able to view or generate the custom reports created by other users. That's why your staff who can access all reports cannot visit those made by an admin.


As a workaround, consider sharing the report manually with the other user by following these steps:


1. Go to the Management reports page and locate the custom report.

2. On the Action dropdown, you can Send it directly to recipients, Export as PDF, or Export as DOCX.


Here's an article for more information: View and edit management reports in QuickBooks Online.


To learn about each user role and their respective access levels, refer to this guide: User roles and access rights in QuickBooks Online.


If you need further assistance generating reports or managing users, let me know by leaving a comment below. It'll be my pleasure to help you. Take care! 

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